Main-Street-Research

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "ASML",
  "T",
  "CAT",
  "AVGO",
  "BSX",
  null,
  null,
  "HD",
  "IBN",
  "AZN",
  "MCD",
  "QCOM",
  "ISRG",
  "BKNG",
  "META",
  "LOCL",
  null,
  "LIN",
  "MA",
  "MSFT",
  "MS",
  "TMUS",
  "FICO",
  "BX",
  "ORCL",
  "IWF",
  "PANW",
  "PEP",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PG",
  "MRK",
  null,
  "NOW",
  "RTX",
  "SAP",
  "IBM",
  "SYK",
  "TXN",
  "TMO",
  "SCHW",
  "TSM",
  "ADSK",
  "AON",
  "FTNT",
  null,
  "NVO",
  "AMZN",
  null,
  "HIMS",
  "NTES",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "XYL",
  "NSC",
  "SJM",
  "TRMB",
  "CRM",
  "DIA",
  "GEV",
  "MELI",
  "MCK",
  null,
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CVX",
  "LNG",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COST",
  "CRH",
  "CW",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 101
Total Value: 1530416622
Accession Number: 0001420506-25-000840
Form Type: 13F-HR
CIK: main-street-research
Manager Name: Main-Street-Research

Data Enrichment

93% identified

94 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

101 positions • $1.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 6

Sort by:

Tesla, Inc.

TSLA|88160R101

Shares:15.0K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.5B)

Autodesk, Inc.

ADSK|052769106

Shares:14.8K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.5B)

Alphabet Inc.

GOOG|02079K107

Shares:21.2K

Value:$3.3M

% of Portfolio:0.2% ($3.3M/$1.5B)

464286392

Shares:18.5K

Value:$2.8M

% of Portfolio:0.2% ($2.8M/$1.5B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:35.4K

Value:$2.8M

% of Portfolio:0.2% ($2.8M/$1.5B)

ELI LILLY & Co

LLY|532457108

Shares:3.3K

Value:$2.8M

% of Portfolio:0.2% ($2.8M/$1.5B)

Palo Alto Networks Inc

PANW|697435105

Shares:13.8K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$1.5B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:12.8K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$1.5B)

AbbVie Inc.

ABBV|00287Y109

Shares:9.3K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$1.5B)

CHEVRON CORP

CVX|166764100

Shares:11.6K

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$1.5B)

Salesforce, Inc.

CRM|79466L302

Shares:6.7K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$1.5B)

CLOROX CO /DE/

CLX|189054109

Shares:9.3K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.5B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:18.9K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.5B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.2K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.5B)

3M CO

MMM|88579Y101

Shares:8.1K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.5B)

Walmart Inc.

WMT|931142103

Shares:12.8K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.5B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:16.3K

Value:$991.1K

% of Portfolio:0.1% ($991.1K/$1.5B)

Accenture plc

ACN|G1151C101

Shares:2.8K

Value:$873.1K

% of Portfolio:0.1% ($873.1K/$1.5B)

Merck & Co., Inc.

MRK|58933Y105

Shares:9.2K

Value:$836.3K

% of Portfolio:0.1% ($836.3K/$1.5B)

46432F859

Shares:17.3K

Value:$835.5K

% of Portfolio:0.1% ($835.5K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	15.0K	QoQ -5.78% (-923) YoY +9.67% (+1.3K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.5B)	QoQ -39.53% (-$2.5M) YoY +61.69% (+$1.5M)
Autodesk, Inc.(ADSKcusip052769106)	14.8K	QoQ +0.83% (-122) YoY +446.03% (+12.1K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.5B)	QoQ -10.68% (-$462.2K) YoY +448.93% (+$3.2M)
Alphabet Inc.(GOOGcusip02079K107)	21.2K	QoQ +4.16% (-848) YoY +16.03% (+2.9K)	All Managers (Combined)	$3.3M	0.2% ($3.3M/$1.5B)	QoQ -14.54% (-$564.4K) YoY +19.06% (+$530.7K)
(cusip464286392)✕	18.5K	QoQ +5.04% (+889) YoY +23.68% (+3.5K)	All Managers (Combined)	$2.8M	0.2% ($2.8M/$1.5B)	QoQ +3.47% (+$95.3K) YoY +30.74% (+$666.6K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	35.4K	QoQ -2.27% (-824) YoY -90.95% (-355.9K)	All Managers (Combined)	$2.8M	0.2% ($2.8M/$1.5B)	QoQ +3.36% (-$90.2K) YoY -90.20% (-$25.5M)
ELI LILLY & Co(LLYcusip532457108)	3.3K	QoQ -0.71% (-24) YoY +1.76% (+58)	All Managers (Combined)	$2.8M	0.2% ($2.8M/$1.5B)	QoQ +6.20% (-$161.2K) YoY +8.04% (+$205.3K)
Palo Alto Networks Inc(PANWcusip697435105)	13.8K	QoQ -3.09% (-440) YoY -85.78% (-83.3K)	All Managers (Combined)	$2.4M	0.2% ($2.4M/$1.5B)	QoQ -9.11% (-$236.2K) YoY -91.46% (-$25.2M)
JOHNSON & JOHNSON(JNJcusip478160104)	12.8K	QoQ +20.35% (+2.2K) YoY +8.91% (+1.0K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$1.5B)	QoQ +38.02% (+$585.1K) YoY +14.18% (+$263.8K)
AbbVie Inc.(ABBVcusip00287Y109)	9.3K	QoQ -1.65% (-157) YoY -6.67% (-666)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$1.5B)	QoQ +15.95% (-$268.6K) YoY +7.38% (-$134.3K)
CHEVRON CORP(CVXcusip166764100)	11.6K	QoQ +6.18% (+677) YoY +6.61% (+721)	All Managers (Combined)	$1.9M	0.1% ($1.9M/$1.5B)	QoQ +22.64% (+$358.9K) YoY +13.07% (+$224.8K)
Salesforce, Inc.(CRMcusip79466L302)	6.7K	QoQ -7.71% (-562) YoY -93.57% (-97.8K)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$1.5B)	QoQ -26.01% (-$634.1K) YoY -94.27% (-$29.7M)
CLOROX CO /DE/(CLXcusip189054109)	9.3K	QoQ 0.00% (-0) YoY -2.11% (-202)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.5B)	QoQ -9.33% (-$141.4K) YoY -5.86% (-$85.6K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	18.9K	QoQ -9.11% (-1.9K) YoY -29.13% (-7.8K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.5B)	QoQ -7.10% (-$103.7K) YoY -12.22% (-$188.8K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.2K	QoQ -6.82% (-159) YoY -26.96% (-802)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.5B)	QoQ -11.08% (-$151.9K) YoY -21.90% (-$341.9K)
3M CO(MMMcusip88579Y101)	8.1K	QoQ +0.86% (+70) YoY NEW(+8.1K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.5B)	QoQ +14.75% (+$153.8K) YoY NEW(+$1.2M)
Walmart Inc.(WMTcusip931142103)	12.8K	QoQ -14.64% (-2.2K) YoY +0.09% (+12)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.5B)	QoQ -17.02% (-$232.0K) YoY +45.92% (+$355.8K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	16.3K	QoQ +6.50% (+993) YoY -12.71% (-2.4K)	All Managers (Combined)	$991.1K	0.1% ($991.1K/$1.5B)	QoQ +14.85% (+$128.2K) YoY -1.83% (-$18.6K)
Accenture plc(ACNcusipG1151C101)	2.8K	QoQ -2.77% (-80) YoY -14.43% (-472)	All Managers (Combined)	$873.1K	0.1% ($873.1K/$1.5B)	QoQ -13.76% (-$139.4K) YoY -22.96% (-$260.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	9.2K	QoQ -4.52% (-437) YoY +68.98% (+3.8K)	All Managers (Combined)	$836.3K	0.1% ($836.3K/$1.5B)	QoQ -13.74% (-$133.3K) YoY +15.36% (+$111.4K)
(cusip46432F859)✕	17.3K	QoQ NEW(+17.3K) YoY NEW(+17.3K)	All Managers (Combined)	$835.5K	0.1% ($835.5K/$1.5B)	QoQ NEW(+$835.5K) YoY NEW(+$835.5K)